See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BRIGHTON JONES LLC2 years Filed as: BRIGHTON JONES, LLC Service code 26 · EIN 91-2007475 | Advisory (Participants) | $24,144 |
ALERUS FINANCIAL, N.A.2 years Service code 15 · EIN 45-6062081 | Recordkeeping | $14,945 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,143 | $102,317-51.0% | $146,958-65.9% | $80,856-38.0% |
| Participation rate | 81.6% | 75.8%+5.8pp | 82.2%-0.5pp | 67.6%+14.0pp |
| Annual return | 14.56% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $4,330 | $3,713+16.6% | $4,933-12.2% | $2,755+57.2% |
| Participant deferral / active EE | $7,071 | $6,644+6.4% | $8,070-12.4% | $4,296+64.6% |
| Admin fee / account holder | $320 | $7,941-96.0% | $12,998-97.5% | $6,918-95.4% |